Backlog Calculation Detail Fields

Professional Services Cloud

Backlog detail records contain the backlogClosed revenue calculated for a single regionClosed, practiceClosed, groupClosed, or projectClosed, in a specific time periodClosed. All revenue fields contain revenue from sub-levels if that option was selected in the backlog calculation. Here is a description of the fields on the Backlog Detail page.

Key:
* – Mandatory field
R – Read-only

Field     Description
Backlog Calculation     Backlog calculation to which the record belongs.
Backlog Detail ID     Unique identifier for the backlog calculation.
Region / Practice / Group / Project     The region, practice, group or project to which the backlog calculation belongs.
Is Reusable   R Indicates whether the object is to be overwritten, or reused, for backlog calculations on the same regions, practices, groups, projects and their associated time periods. This shows the value of the Reuse Detail Objects checkbox when the backlog calculation was run.
Time Period     The time period to which the backlog calculation detail record relates.

Revenue

Field     Description
Assignment     A lookup to the related assignment.
Billings     The total billing amounts in the backlog calculations.
Bookings     The total booking amounts in the backlog calculations.
End Date     The end data of the calculation detail.
External Time Cost     Value of the aggregated cost calculation for external resources in scheduled project backlog.
Held Resource Request External Cost     The total costs for external held resource requests in the backlog calculations.
Held Resource Request Hours     The total hours held resource requests in the backlog calculations.
Held Resource Request Internal Cost     The total costs for internal held resource requests in the backlog calculations.
Held Resource Request Revenue     The total revenue for held resource requests in the backlog calculations.
Inactive Project Backlog     Unscheduled revenue from inactive projects, which is subtracted from unscheduled revenue in the backlog calculations. This value is calculated automatically when a projectClosed is marked inactive.
Internal Time Cost     Value of the aggregated cost calculation for internal resources in scheduled project backlog.
Milestone Cost     Value of the milestone cost calculation in scheduled project backlog. This value is zero unless the Log Milestone Cost As External field is selected on the Milestone object.
Milestone Revenue *   The billable revenue from scheduled milestones.
Resource     The total resources in the backlog calculations.
Scheduled Days     Number of working days from the calculation start date to the calculation end date or assignment end date, whichever is earlier. For instance, if an assignmentClosed has a schedule of 4 hours Monday to Wednesday and the calculation period is an inclusive period of two weeks, the value would be six days (3 days/week * 2). Backlog calculation start and end dates are respected.
Note: Calculation of scheduled days respects hours to days rules when PSA is configured to do so.
Scheduled Hours     Number of hours scheduled based on assignment schedules and schedule exceptions during the calculation time range.
Start Date     The date that the calculation starts from.
Time Revenue *   Billable revenue from scheduled assignments. For hourly Assignments, this is the number of Scheduled Hours multiplied by the Bill Rate. For assignments with a daily bill rate, this is the number of scheduled days multiplied by the bill rate.
Unheld Resource Request Cost     The total costs for unheld resource requests in the backlog calculations.
Unheld Resource Request Hours     The total hours for unheld resource requests in the backlog calculations.
Unheld Resource Request Revenue     The total revenue for unheld resource requests in the backlog calculations.
Unscheduled Revenue     Potential revenue, in the context of perpetual time periods (All Time Periods). Reflects unscheduled backlog of: Bookings - Billings - Scheduled Time - Scheduled Milestone – Inactive Project Backlog, where Bookings or Billings are calculated for all time periods.